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MARJOAN INC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMARJOAN INC 401(K) RETIREMENT PLAN
Plan identification number 001

MARJOAN INC 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARJOAN INC has sponsored the creation of one or more 401k plans.

Company Name:MARJOAN INC
Employer identification number (EIN):341380795
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARJOAN INC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01ANDERSON C OHMAN
0012012-01-01ANDERSON C OHMAN
0012011-01-01ANDERSON C OHMAN
0012009-01-01ANDERSON C OHMAN
0012009-01-01ANDERSON C OHMAN

Plan Statistics for MARJOAN INC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MARJOAN INC 401(K) RETIREMENT PLAN

Measure Date Value
2013: MARJOAN INC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01233
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01236
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MARJOAN INC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01227
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01233
Number of participants with account balances2012-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MARJOAN INC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01260
Total number of active participants reported on line 7a of the Form 55002011-01-01250
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01259
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: MARJOAN INC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01234
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01254
Number of participants with account balances2009-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on MARJOAN INC 401(K) RETIREMENT PLAN

Measure Date Value
2013 : MARJOAN INC 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$811,122
Total of all expenses incurred2013-12-31$228,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$257,802
Value of total assets at end of year2013-12-31$3,277,533
Value of total assets at beginning of year2013-12-31$2,694,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,312
Total interest from all sources2013-12-31$3,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$196,567
Participant contributions at end of year2013-12-31$28,740
Participant contributions at beginning of year2013-12-31$41,671
Participant contributions at end of year2013-12-31$4,040
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,811
Other income not declared elsewhere2013-12-31$-1,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$582,905
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,277,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,694,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,073,298
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,471,742
Interest on participant loans2013-12-31$2,093
Interest earned on other investments2013-12-31$1,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$171,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$178,320
Net investment gain/loss from pooled separate accounts2013-12-31$551,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$42,424
Employer contributions (assets) at end of year2013-12-31$423
Employer contributions (assets) at beginning of year2013-12-31$2,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,905
Contract administrator fees2013-12-31$17,312
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2013-12-31341827903
2012 : MARJOAN INC 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$505,872
Total of all expenses incurred2012-12-31$214,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$226,977
Value of total assets at end of year2012-12-31$2,694,628
Value of total assets at beginning of year2012-12-31$2,403,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,212
Total interest from all sources2012-12-31$4,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$177,067
Participant contributions at end of year2012-12-31$41,671
Participant contributions at beginning of year2012-12-31$24,743
Participant contributions at beginning of year2012-12-31$2,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,615
Other income not declared elsewhere2012-12-31$-660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$291,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,694,628
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,403,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,471,742
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,161,042
Interest on participant loans2012-12-31$1,421
Interest earned on other investments2012-12-31$2,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$178,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$214,707
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,519
Net investment gain/loss from pooled separate accounts2012-12-31$275,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$41,295
Employer contributions (assets) at end of year2012-12-31$2,895
Employer contributions (assets) at beginning of year2012-12-31$638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$192,769
Contract administrator fees2012-12-31$16,212
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2012-12-31341827903
2011 : MARJOAN INC 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$189,521
Total of all expenses incurred2011-12-31$359,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$341,651
Expenses. Certain deemed distributions of participant loans2011-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$227,053
Value of total assets at end of year2011-12-31$2,403,256
Value of total assets at beginning of year2011-12-31$2,573,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,470
Total interest from all sources2011-12-31$6,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$182,634
Participant contributions at end of year2011-12-31$24,743
Participant contributions at beginning of year2011-12-31$29,235
Participant contributions at end of year2011-12-31$2,126
Participant contributions at beginning of year2011-12-31$4,305
Other income not declared elsewhere2011-12-31$627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-170,100
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,403,256
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,573,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,161,042
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,285,749
Interest on participant loans2011-12-31$1,543
Interest earned on other investments2011-12-31$5,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$214,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$253,401
Net investment gain/loss from pooled separate accounts2011-12-31$-44,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$44,419
Employer contributions (assets) at end of year2011-12-31$638
Employer contributions (assets) at beginning of year2011-12-31$666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$341,651
Contract administrator fees2011-12-31$15,470
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2011-12-31341827903
2010 : MARJOAN INC 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$528,610
Total of all expenses incurred2010-12-31$480,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$457,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$232,244
Value of total assets at end of year2010-12-31$2,573,356
Value of total assets at beginning of year2010-12-31$2,524,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,555
Total interest from all sources2010-12-31$11,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$189,555
Participant contributions at end of year2010-12-31$29,235
Participant contributions at beginning of year2010-12-31$35,636
Participant contributions at end of year2010-12-31$4,305
Participant contributions at beginning of year2010-12-31$5,598
Other income not declared elsewhere2010-12-31$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$48,578
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,573,356
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,524,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,285,749
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,132,640
Interest on participant loans2010-12-31$2,041
Interest earned on other investments2010-12-31$9,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$253,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$349,682
Net investment gain/loss from pooled separate accounts2010-12-31$283,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,689
Employer contributions (assets) at end of year2010-12-31$666
Employer contributions (assets) at beginning of year2010-12-31$1,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$457,477
Contract administrator fees2010-12-31$22,555
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GARVIN, ZWICK & GOLDMAN, CPA, LLC
Accountancy firm EIN2010-12-31341827903

Form 5500 Responses for MARJOAN INC 401(K) RETIREMENT PLAN

2013: MARJOAN INC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARJOAN INC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARJOAN INC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARJOAN INC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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